Filling out a form

New forms can be opened and filled out by picking a form template from a patient's Documents panel.

Once opened, standard or assessment forms are associated with the patient's record. Grading forms selected from a patient's dashboard are associated with the provider but include a link to the patient's record.


  1. Select  from the Patient Documents panel
  2. Choose New Document



  3. From the New Document window
    1. Search for a specific template by using the filter field

      or

    2. Expand folders by selecting the triangle beside each folder or by selecting Collapse/Expand All



  4. Select the desired template and choose OK
  5. You may now:
    • Fill out the form
    • Save the form as a draft by selecting Close Draft
    • Lock or discard the form
    • Assign the form to a provider
  6. Changes are saved automatically


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